---
title: "Salesforce Trigger"
description: "Trigger CrewAI crews from Salesforce workflows for CRM automation"
icon: "salesforce"
mode: "wide"
---

CrewAI AMP can be triggered from Salesforce to automate customer relationship management workflows and enhance your sales operations.

## Overview

Salesforce is a leading customer relationship management (CRM) platform that helps businesses streamline their sales, service, and marketing operations. By setting up CrewAI triggers from Salesforce, you can:

- Automate lead scoring and qualification
- Generate personalized sales materials
- Enhance customer service with AI-powered responses
- Streamline data analysis and reporting

## Demo

<iframe
  className="w-full aspect-video rounded-xl"
  src="https://www.youtube.com/embed/oJunVqjjfu4"
  title="CrewAI + Salesforce trigger demo"
  frameBorder="0"
  allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"
  allowFullScreen
></iframe>

## Getting Started

To set up Salesforce triggers:

1. **Contact Support**: Reach out to CrewAI AMP support for assistance with Salesforce trigger setup
2. **Review Requirements**: Ensure you have the necessary Salesforce permissions and API access
3. **Configure Connection**: Work with the support team to establish the connection between CrewAI and your Salesforce instance
4. **Test Triggers**: Verify the triggers work correctly with your specific use cases

## Use Cases

Common Salesforce + CrewAI trigger scenarios include:

- **Lead Processing**: Automatically analyze and score incoming leads
- **Proposal Generation**: Create customized proposals based on opportunity data
- **Customer Insights**: Generate analysis reports from customer interaction history
- **Follow-up Automation**: Create personalized follow-up messages and recommendations

## Next Steps

For detailed setup instructions and advanced configuration options, please contact CrewAI AMP support who can provide tailored guidance for your specific Salesforce environment and business needs.
